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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-02 |
| UT | RA | APPROVED | 2025-12-01 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sorensen Investment & Tax Consulting Inc | Richfield | UT | 08/1987 | 01/2025 |
| Parkland Securities, Llc | Ann Arbor | MI | 08/2014 | 11/2025 |
| Lpl Financial | Richfield | UT | 12/2025 | Present |
1. 11/2025 - Sorensen, Winn and Associates - Non-Variable Insurance - Inv Related - 5 Hour(s)/Month - 5 Hour(s) During Trading - Richfield, UT, 84701 - OBA Start Date: 08/14/1987 2. 11/2025 - Sorensen, Winn and Associates - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 12/01/2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-04-08 |
| S63 | Uniform Securities Agent State Law Examination | 1987-08-14 |
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